AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PC

Patrick T. Collins

EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT
Monterey, CA 93940
Some features on this profile are disabled
CRD#: 6852148
PC

Professional summary

Patrick Thomas Collins, CFP®, who also goes by Patrick Collins, is a registered financial advisor currently at EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT located in Monterey, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick Collins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Thomas Collins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

April 28, 2026 - Present

EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT

Office #1: 101 Camino Aguajito Ste 2, Monterey, CA 93940
RIA
CRD#: 340506
Monterey, CA
Past

August 28, 2017 - April 23, 2026

EVANSON ASSET MANAGEMENT, LLC

RIA
CRD#: 135188
CARMEL, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/28/2026)
IAR
Texas
(4/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2016
Uniform Investment Adviser Law Examination

Current Firm

EF
EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT
EVANSON ASSET MANAGEMENT | EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT | EVANSON FINANCIAL, LLC

CRD#: 340506 / SEC#: 801-135448

RIA
Registered Investment Advisory firm - (3/2/2026 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Mclean, VA
Mailing Address
Phone number
(831) 333-2060
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/29/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT

CRD#: 340506Monterey, CA 93940

TRUST BUT VERIFY

Monitor Patrick Collins

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Sean Stephen Spowart
Sean SpowartAdvisorCheck Check Mark
CYPRESS COAST INVESTMENTS
IAR
Carmel, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.